AI coworkers

Hire an AI employee that asks before it acts

Give an AI coworker a name, a role and a short list of duties, then decide exactly which parts of your CRM it may view, work on or only propose changes to. Anything you flag waits in an approvals inbox until a person says yes.

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In short

AI Employees in SaaSVisionary: Named AI coworkers with duties, permissions and an approvals inbox. It is part of one platform that combines CRM, business phone, AI receptionist, messaging, automation and payments for small businesses and agencies. AI employees are part of the Unlimited plan, which includes unlimited AI agents. Every plan includes unlimited contacts and a 14-day free trial.

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4Permission levels per area of the CRM

5 minShortest schedule for a standing duty

5Hiring steps from name to offer letter

24/7Duties run on schedule, day or night

Why it matters

The list is full. Nobody owns working it.

Chasing quotes, confirming appointments, asking for reviews and nudging cold leads are simple jobs that pile up because they belong to no one. Hiring for them is a big commitment, and handing a general AI tool the keys to your customer list feels risky when you can't see what it is about to do. AI employees sit between those options: narrow jobs, clear limits and a record of every action.

Platform

What you get with AI Employees

A guided hiring wizard

Five steps set the face and name, personality, duties, permissions and offer letter, so each AI employee starts with a clear remit instead of an open chat box.

Permissions per area

For each domain choose none, view, do the work or propose. Propose lets the employee request to send, spend or delete while a person approves each request.

An approvals inbox

Flagged actions queue up for review. Approve, edit or decline them in one place, and nothing you marked for review reaches a customer on its own.

Standing duties on a schedule

Schedule duties as often as every five minutes. Each run acts under a named team member's authority and leaves an entry in the run log.

A daily budget per employee

Set a daily token budget that is checked before each run, and duties that fail five times in a row pause themselves instead of retrying forever.

One shared knowledge base

Load your services, prices, hours and policies once as documents, spreadsheets or website pages, and let every agent draw on the same facts.

Revenue Operator in shadow mode

A read-only board ranks at-risk deals and suggests next moves from stored deal data. It proposes recovery steps but sends, books and changes nothing.

Every action on the timeline

What an AI employee does appears on the contact's activity timeline next to calls, emails and payments, so auditing it works like auditing anyone else.

How it works

Up and running in 4 steps

01
Write the job
Pick one recurring chore, such as following up on quotes older than three days, and describe it as the employee's duty and goal.
02
Set the boundaries
Grant view or propose access to the areas the job touches and nothing else. Start with propose for anything customer-facing.
03
Review the first runs
Watch the approvals inbox and run log for a week. Approve good proposals, decline weak ones and tighten the instructions where needed.
04
Widen the remit or hire again
Once you trust a duty, move it to do the work. Add a second employee for a different job, like review requests, with its own permissions.

Different from an automation, and meant to work with one

A workflow follows the exact path you drew. An AI employee has a goal and chooses from the same catalog of actions your workflows use. Keep predictable sequences in workflows and give the judgment calls, like which of forty stale quotes deserves a personal note, to an employee.

Both draw on one shared action catalog
Employees can only reach the areas you granted
Risky actions stop for approval by design

Picture the first hire at a small firm

Harbor Street Plumbing gives an employee named Nora one duty: every morning, find estimates sent more than four days ago with no reply and draft a friendly check-in text. Nora may view deals and propose messages. The office manager approves the drafts over coffee, and each sent text lands on the customer's record.

One duty, one schedule, one approver
Drafts in the inbox, not surprises in the field
Clear history if a customer asks what was sent

Plans & availability

AI employees are part of the Unlimited plan, which includes unlimited AI agents. Start a 14-day free trial on the Unlimited plan to hire and test your first employee right away. AI model usage is billed by the provider whose key you connect.

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FAQ

AI Employees: frequently asked questions

What is an AI employee?

An AI employee is an AI agent with a defined role, standing duties and limited permissions inside your CRM. Instead of answering one prompt at a time, it runs its duties on a schedule, uses your knowledge base and asks for approval before any action you have marked for review.

Will an AI employee message my customers without asking?

Only if you allow it. Permissions are set per employee and per area of the CRM. If you give an area the propose level, the employee can only request to send, spend or delete, and each request waits in the approvals inbox until a person approves it.

How is an AI employee different from a workflow automation?

A workflow runs a fixed sequence of steps you designed. An AI employee works toward a goal and decides which available action fits the situation. Both use the same action catalog, so everything an employee can do is an action you can already see, restrict and audit.

How do I keep AI costs under control?

Each employee has a daily token budget that is checked before every run, and a duty that fails five times in a row pauses automatically. Because you connect your own AI model key, usage is billed directly by that provider at their rates.

Can I see everything the AI employee did?

Yes. Each duty has a run log, and every action the employee takes is recorded on the relevant contact's activity timeline next to human activity. There is no separate log to dig through when you want to know what happened with a customer.

Which plan includes AI employees?

AI employees are included on the Unlimited plan, where you can create as many agents as you need at no extra platform cost. Start a 14-day free trial on the Unlimited plan to try it. You pay your AI model provider directly for the usage your employees generate.

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